Purchases and Sales Made in Q2 2023 in Ishares Trust Ishares Pfd And (PFF)
This table provides information about the institutional ownership of Ishares Trust Ishares Pfd And (PFF) during Q2 2023. The information is specifically focused on institutions that hold shares of ISHARES TRUST ISHARES PFD AND .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.36K+ 8.17% |
$157K - $169K
|
71K
$2.23M
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
5.1K+ 412.62% |
$150K - $160K
|
6.34K
$199K
|
|
|
Aug 11, 2023
Q2 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
5K+ 4.68% |
$147K - $157K
|
112K
$3.51M
|
|
|
Aug 10, 2023
Q2 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
4.78K+ 2.66% |
$140K - $150K
|
184K
$5.79M
|
|
|
Aug 01, 2023
Q2 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
4.73K+ 37.35% |
$139K - $149K
|
17.4K
$546K
|
|
|
Aug 11, 2023
Q2 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
4.49K+ 2.63% |
$132K - $141K
|
175K
$5.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
BUY
|
- |
4.42K+ 7.14% |
$129K - $139K
|
66.2K
$2.08M
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
BUY
|
- |
4.21K+ 42.83% |
$124K - $133K
|
14.1K
$441K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.12K+ 14.63% |
$121K - $130K
|
32.3K
$1.01M
|
|
|
Jul 07, 2023
Q2 2023
|
Parkside Investments, LLC
|
BUY
|
- |
4.1K+ 1.3% |
$120K - $129K
|
319K
$10M
|
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
4.08K+ 5.4% |
$120K - $128K
|
79.5K
$2.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
4.01KNew |
$118K - $126K
|
4.01K
$126K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
3.98KNew |
$117K - $125K
|
3.98K
$125K
|
|
|
Jul 17, 2023
Q2 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
3.86K+ 22.34% |
$113K - $121K
|
21.1K
$663K
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
3.79K+ 7.71% |
$111K - $119K
|
52.9K
$1.66M
|
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
3.72KNew |
$109K - $117K
|
3.72K
$117K
|
|
|
Aug 14, 2023
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
3.72KNew |
$109K - $117K
|
3.72K
$117K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.67K+ 26.29% |
$108K - $115K
|
17.6K
$553K
|
|
|
Aug 14, 2023
Q2 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
3.57KNew |
$105K - $112K
|
3.57K
$112K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.57K+ 9.96% |
$105K - $112K
|
39.4K
$1.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.54K+ 49.57% |
$104K - $111K
|
10.7K
$336K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
3.5K+ 16.69% |
$103K - $110K
|
24.5K
$768K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.49K+ 1.49% |
$102K - $110K
|
238K
$7.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
3.47K+ 1.41% |
$102K - $109K
|
249K
$7.83M
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
BUY
|
- |
3.32K+ 5.1% |
$97.2K - $104K
|
68.3K
$2.14M
|
|
|
Jul 19, 2023
Q2 2023
|
Advisors Management Group Inc
|
BUY
|
- |
3.26K+ 0.78% |
$95.6K - $103K
|
420K
$13.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
3.26K+ 72.04% |
$95.5K - $102K
|
7.78K
$244K
|
|
|
Aug 09, 2023
Q2 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
3.17K+ 3.88% |
$93.1K - $99.9K
|
84.9K
$2.67M
|
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
BUY
|
- |
2.94K+ 3.65% |
$86.2K - $92.4K
|
83.5K
$2.62M
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
2.93KNew |
$85.8K - $92.1K
|
2.93K
$91.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.9K+ 5.91% |
$85K - $91.2K
|
52K
$1.63M
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
2.78KNew |
$81.4K - $87.4K
|
2.78K
$87.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.77K+ 11.16% |
$81.2K - $87K
|
27.6K
$866K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
2.75K+ 10.71% |
$80.7K - $86.5K
|
28.4K
$893K
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2.71K+ 2.3% |
$79.5K - $85.2K
|
120K
$3.78M
|
|
|
Aug 07, 2023
Q2 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
2.7K+ 16.12% |
$79.1K - $84.8K
|
19.4K
$610K
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.65K+ 20.42% |
$77.7K - $83.3K
|
15.6K
$491K
|
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
2.63K+ 3.96% |
$77.1K - $82.7K
|
69K
$2.17M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.6K+ 6.39% |
$76.2K - $81.7K
|
43.2K
$1.36M
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.46K+ 9.23% |
$72.2K - $77.5K
|
29.1K
$915K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.44K+ 12.22% |
$71.4K - $76.6K
|
22.4K
$702K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.44K+ 12.22% |
$71.4K - $76.6K
|
22.4K
$702K
|
|
|
Jul 13, 2023
Q2 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
2.35K+ 4.08% |
$68.9K - $73.9K
|
59.9K
$1.88M
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.31K+ 7.03% |
$67.8K - $72.7K
|
35.2K
$1.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2.31KNew |
$67.6K - $72.5K
|
2.31K
$72.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.28K+ 27.41% |
$66.7K - $71.6K
|
10.6K
$332K
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
2.26K+ 3.58% |
$66.2K - $71K
|
65.2K
$2.05M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.22K+ 31.31% |
$65.1K - $69.8K
|
9.31K
$292K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.21K+ 3.67% |
$64.8K - $69.5K
|
62.3K
$1.96M
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.2K+ 33.88% |
$64.5K - $69.1K
|
8.69K
$273K
|